Loretta Coates, CPA, CA
Loretta Coates , CPA, CA
Partner
- Direct: 780-832-4289
- Toll-Free: 1-888-831-2870
- Email: [email protected]
- Fax: 780-539-9600
Loretta Coates, CPA, CA, is a Partner with MNP’s Assurance Services team in Grande Prairie.
Loretta helps her clients achieve their strategic and operational goals, with a focus on businesses in the upper mid-market in the hospitality, forestry, construction and oilfield services industries. She advises clients on all day-to-day business issues, from completing a business plan, bank financing and preparing cashflow projections, to hiring a CFO, building budgets and transitioning a business.
Loretta earned her Bachelor of Commerce degree from Athabasca University in 2006 and received her CA designation in 2009. She made Partner in 2014 at the age of 30 and is one of MNP’s youngest risk assurance partners.
Loretta won the 2017 CPA Alberta Early Achievement Award for her exceptional service to the accounting profession and to the community as a tireless volunteer. She is a board member and Chair of Finance with the Phillip J. Currie Dinosaur Museum.
Contact Loretta Today
Insights
-
Performance
December 05, 2023
Highlights from the Federal Fall Economic Statement
The Honourable Chrystia Freeland, Deputy Prime Minister and Minister of Finance delivered the federal government’s 2023 Fall Economic Statement (FES) on November 21, 2023.
-
Confidence
November 29, 2023
How recent tax changes impact professionals and professional practice owners
Explore the impact of recent tax changes on Canadian professionals and gain insights into planning ahead for professional practices.
-
Progress
November 29, 2023
Case Study: Estate Planning for the Future of Disabled Family Members
This case study illustrates how to provide for loved ones with disabilities when estate planning. Samuel and Sarita are caring for their disabled son as well as for Samuel’s mother and want to plan for the future in a tax-efficient manner.
